joining us now is mari harris. i guess we bout these things. >> yes, let's talk about how this looks. >> okay, so this wasn't supposed to happen in the minds of many. because the market would be indicating that the economy was going to slow to zero. >> i think what is happening is that we are finding out what the fed has done with this quantitative easing has been more stimulative than a lot of people expected. they keep sticking the fed's money in their pocket. >> as you look at all of the discussion by particularly the obama administration about stimulus, my lord,. >> this is 85 billion a month. how much the fed is pouring into the system, expanding the balance sheet. the sequester was supposed to be $85 billion a year. lou: well, i want to show the folks in the control room. >> this was engendered by this artificial level. i want to talk you to you about what this means for the futue. what you expected the remainder of your. >> the stock market is an important indicator. it says something abo business confidence